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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $9.1B AUM 1,690 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 194 New 626 Added 674 Reduced 117 Exited
Page 41 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 TWST TWIST BIOSCIENCE CORP Healthcare 6,969.0 $717K 0.01% -2K -21.0% $102.89 +37.4%
802 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 5,810.0 $716K 0.01% +539.0 +10.2% $123.29 +9.6%
803 FIRST HAWAIIAN INC 24,425.0 $716K 0.01% -828.0 -3.3% $29.30
804 FIVE FIVE BELOW INC Consumer Cyclical 3,943.0 $709K 0.01% -86.0 -2.1% $179.78 +34.6%
805 VST VISTRA CORP Utilities 4,465.0 $708K 0.01% -1K -19.9% $158.65 -13.6%
806 ARMK ARAMARK Industrials 12,428.0 $707K 0.01% -1K -9.2% $56.90 +2.3%
807 AIQ GLOBAL X FDS 10,758.0 $706K 0.01% -1K -9.0% $65.61 -2.1%
808 DECK DECKERS OUTDOOR CORP Consumer Cyclical 7,015.0 $697K 0.01% -1K -13.4% $99.30 -11.6%
809 XLG INVESCO EXCHANGE TRADED FD T 11,338.0 $694K 0.01% $61.23 +2.3%
810 EQT EQT CORP Energy 13,038.0 $693K 0.01% -5K -26.8% $53.17 +2.6%
811 PSA PUBLIC STORAGE Real Estate 2,173.0 $692K 0.01% +37.0 +1.7% $318.34 -1.5%
812 HAE HAEMONETICS CORP MASS Healthcare 9,191.0 $689K 0.01% NEW $75.00 +38.6%
813 CVNA CARVANA CO Consumer Cyclical 10,449.0 $688K 0.01% +9K +450.5% $65.81 +12.5%
814 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 330.0 $688K 0.01% $2083.62 +5.3%
815 ACAD ACADIA PHARMACEUTICALS INC Healthcare 27,134.0 $686K 0.01% +4K +18.5% $25.30 +15.1%
816 GMAB GENMAB A/S Healthcare 24,930.0 $685K 0.01% $27.47 +21.0%
817 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 14,281.0 $683K 0.01% +7K +98.3% $47.82 -11.6%
818 BRW SABA CAPITAL INCOME & OPRNT Financial Services 103,861.0 $682K 0.01% +10K +10.3% $6.57 -0.8%
819 NWN NORTHWEST NAT HLDG CO Utilities 13,885.0 $681K 0.01% +261.0 +1.9% $49.06 +0.9%
820 CRS CARPENTER TECHNOLOGY CORP Industrials 1,103.0 $680K 0.01% +82.0 +8.0% $616.88 -22.8%
Page 41 of 85  ·  1,690 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Financial Services 21.0%
Industrials 10.3%
Consumer Cyclical 9.2%
Healthcare 8.6%
Communication Services 5.8%
Consumer Defensive 5.0%
Energy 3.0%
Utilities 2.3%
Basic Materials 1.9%